三星电子半导体业务第二季度利润增长逾250倍 受AI芯片需求强劲推动

智通财经
Jul 30
【三星电子半导体业务第二季度利润增长逾250倍 受AI芯片需求强劲推动】三星电子半导体部门称,得益于人工智能对存储芯片的强劲需求带来丰厚利润率,第二季度利润增长了250多倍。该业务部门公布当季实现营业利润89.2万亿韩元,高于分析师平均预期的79.3万亿韩元。三星电子集团整体净利润达到71.3万亿韩元,同样超出预期。全球最大存储芯片制造商的盈利情况备受市场关注,投资者希望从中找到证据,证明在AI热潮推动下的巨额投资和高估值具有合理性。今年全球半导体股票一度飙升至纪录高位,但也引发市场对激烈竞争和潜在产能过剩越来越多的担忧。投资者愈发质疑涌向该行业的大规模投资是否具备商业可行性,同时也对中国竞争对手在技术领域取得的进步保持警惕。

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